Psychology of Financial Planning, Practitioner's ToolkitTools to help financial planners become more effective Psychology of Financial Planning: Practitioner's Toolkit is a practical, hands on companion resource to the authors' Psychology of Financial Planning. It provides assessments, reflections, and exercises that help financial planners better understand their own biases and behaviours, as well as those of their clients. The Practitioners Toolkit includes exercises related to all of the learning
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Psychology of Financial Planning, Practitioner's Toolkit